Woodley Farra Fees & Minimum

Overview

Headquarters: Indianapolis, IN
Total Firm Assets: $2.3 billion
Average High-Net-Worth Client Portfolio Size: $1.3 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: WOODLEY FARRA MANION PORTFOLIO MANAGEMENT, INC (2026-09-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.50%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$36,250	0.72%
$10 million	$36,250	0.36%
$50 million	$36,250	0.07%
$100 million	$36,250	0.04%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 53.56%
Number of High-Net-Worth Clients: 955
Total Client Accounts: 1,591
Discretionary Accounts: 1,588
Non-Discretionary Accounts: 3

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 107660

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT, INC (2026-09-25) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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